Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viet? Claim Your ProfileViet Bao Tran is a financial advisor with Thrivent Investment Management Inc., a company with a history of serving churches and non-profit organizations. Viet is a licensed Series 6 and 63 registered representative and has been in the industry since 2018. Viet works with individuals and high-net-worth clients to develop financial plans and manage their investment portfolios.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ID
10/08/2021 - Present
Thrivent Investment Management Inc. (Boise ID)
CO
12/05/2018 - 10/07/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 07/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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